commavia From United States of America, joined exactly 9 years ago today! , 11145 posts, RR: 62
Reply 2, posted (2 years 9 months 1 week 2 days 6 hours ago) and read 11898 times:
Wow - thread #4 already.
Quoting mrskyguy (Reply 1): Has anyone been able to determine when and where AMR will be releasing the firm announcement tommorrow?
The press release will hit the wires sometime tomorrow morning - they always do. The only question is whether AA will withhold/impound the press release until after they have a press conference. Historically, that has not been AA's pattern - generally AA issues the press release first, and then has the press conference and/or analyst/media call.
Again - I suspect that, for tomorrow, the earnings release will probably come out sometime early morning - as always - and thus if this major fleet announcement is included in that (which would be in keeping with AMR's historical practice), the press release should be out ahead of any news conference or any other analyst/media event scheduled for tomorrow.
mrskyguy From United States of America, joined Aug 2008, 1214 posts, RR: 3
Reply 3, posted (2 years 9 months 1 week 2 days 6 hours ago) and read 11877 times:
An interesting excerpt from the Reuters article:
Quote: "American Airlines last ordered Airbus planes in the late 1980s but declared in 1996 that Boeing would be its exclusive airplane provider through 2018. If Airbus wins all or even part of a big order from the carrier, it would be a coup."
gigneil From United States of America, joined Nov 2002, 16345 posts, RR: 86
Reply 4, posted (2 years 9 months 1 week 2 days 6 hours ago) and read 11839 times:
Quoting commavia (Reply 2): Again - I suspect that, for tomorrow, the earnings release will probably come out sometime early morning - as always - and thus if this major fleet announcement is included in that (which would be in keeping with AMR's historical practice), the press release should be out ahead of any news conference or any other analyst/media event scheduled for tomorrow.
Its so funny - every business I've ever worked for releases earnings in the EVENING, after the market closes. That gives the hotheads some time to simmer down one way or the other.
Stitch From United States of America, joined Jul 2005, 29700 posts, RR: 84
Reply 5, posted (2 years 9 months 1 week 2 days 6 hours ago) and read 11815 times:
Someone in the other thread said 7AM Eastern (GMT-5).
AA would need about 550 planes to replace their entire current narrowbody fleet (including planned deliveries).
If we assume the A321-200neo will be the replacement for the entire 757-200 fleet, that would be ~125 frames.
With another ~225 MD-82 and MD-83s to replace, figure that ones goes 100 A320 and 125 737. That would give Airbus 225 to Boeing's 125, which would be 64% to 36% in favor of Airbus, which tends to track with what reports are saying (60/40).
Boeing would also have 55+ 737-800s left to deliver from previous orders, so in a way they would have 175 orders to Airbus' 225. And Boeing would likely remain AA's exclusive widebody dealer, so that would make up much of the revenue difference in the narrowbody order..
timpdx From United States of America, joined Jul 2009, 479 posts, RR: 0
Reply 6, posted (2 years 9 months 1 week 2 days 6 hours ago) and read 11744 times:
Well, having been heavily delayed on a mechanical issue on an MD88 last year, I can wholeheartedly say, YES to what seems like a complete rebuilding of the AA fleet. 400 firm and 620 with options acording to the FT. Nice to see a US-based airline make a blockbuster order.
texan From New Zealand, joined Dec 2003, 4266 posts, RR: 52
Reply 7, posted (2 years 9 months 1 week 2 days 6 hours ago) and read 11644 times:
From the previous thread:
Quoting PSU.DTW.SCE (Reply 233):
The scenario thats being most repeated currently in the media right now is a split order somewhere between 60/40 and 50/50.
Boeing - Large 737 order intended primarily as MD-80 replacmeent, initially with more 738s, with future options to convert to the 737RE
Airbus - Large A321NEO order, intended primarily as 757 replacement
ckfred From United States of America, joined Apr 2001, 5069 posts, RR: 1
Reply 9, posted (2 years 9 months 1 week 2 days 6 hours ago) and read 11500 times:
It's been in the media for several years that AA and WN have been after Boeing for a plane that is more efficient than the current 737NG family. Perhaps the whole negotiation with Airbus was designed to get Boeing to stop talking about what customers want and propose something.
Although the A320 Neo appears to be a little more efficient than what Boeing plans to do with the 737NG line, that improvement has to come with the extra costs of bringing another aircraft type into the fleet, including parts, training, and such. Scheduling is also a consideration.
So, at the very least, I would expect Boeing to get a sizeable chunk of the order.
When Boeing started to formalize its design for the 777, AA said that it was hesitant to commit, because the wingspan was going to be an issue for parking at gates. So, Boeing came up with folding wingtips to deal with AA's concerns. Despite that, AA ordered the MD-11, because McDonnell Douglas had an earlier date for putting the plane in service. It was only after AA figured out that the MD-11 had range issues that it placed the 777 order. Ultimately, AA didn't start flying the 777 until 1999, almost 4 years after it entered service.
I have a strong suspicion that Boeing wasn't about to publicly commit to a revised 737NG, unless AA agreed to be the launch customer with a large order. It would have been a PR disaster to leak a revision to the 737, prior to approval of the program by the Boeing board of directors, if the proposed launch customer said thanks but no thanks.
Of course, there is still the possibility that Boeing and Airbus are countering on offers, and the board isn't ready to vote on the proposed purchase. Tomorrow may turn out to be nothing but discussion on 2nd quarter performance.
Yes, my typo. My 2 3/4 hour delay was on an MD80 BUR to DFW. I said MD88 by mistake, I was thinking xmas last year on a DL MD88 that this may be my last flight on the type, but that was Delta, the AA was an MD80 in the Fall, my bad. Too easy to hit 8 twice. Not that it was a bad flight once it got going, always like the quiet MD cabins. Hated the wait, though.
mrskyguy From United States of America, joined Aug 2008, 1214 posts, RR: 3
Reply 14, posted (2 years 9 months 1 week 2 days 5 hours ago) and read 11100 times:
To be completely honest, I'm more interested in seeing a 737RE than I am seeing American with a 737RE. Why? Because it'll answer a lot of questions for WN.. something Gary's been harping on for a while now.
"The strength of the turbulence is directly proportional to the temperature of your coffee." -- Gunter's 2nd Law of Air
BlueSky1976 From Poland, joined Jul 2004, 1834 posts, RR: 4
Reply 21, posted (2 years 9 months 1 week 2 days 1 hour ago) and read 9461 times:
Quoting apodino (Reply 19): So it looks like a split order? I am eager to see what direction this takes, and how many of each?
My guess would be a split order for around 150 737-800s to be delivered from 2013 until 2016 - 2017 and around 250 A320NEO/A321NEO with deliveries commencing around 2016, with engine order going to CFM for Leap-X.
All Hail Mighty Triple Seven, The MURDERER of the so-called "Queen"!!!!
jpetekYXMD80 From United States of America, joined Jul 2003, 4357 posts, RR: 27
Reply 24, posted (2 years 9 months 1 week 2 days 1 hour ago) and read 9146 times:
It seems all but but a formality the order is going to look like 250 Airbus/ 150 Boeing. Thing i'm most interested in is, of course, the A320 variants but also if they will be leasing any A320 OEO to expedite some fleet retirement. I'd expect that to happen.
The Best Care in the Air, 1984-2009
: Formality? Is there info out there I am missing or is that just a bold statement by you?
: Interesting note from Flightblogger: This could really put the "cat among the pidgeons". It also allows Airbus to really ramp up volumes, reduce costs
: Its going to be such a significant day IMHO. Who would have thought not so long ago that AA would order any Airbus planes. Never say never. With a 737
: also coming through this morning - there may be news about American Eagle spinning off in the future made during the announcement.
: Very interesting. What I (and others) have suggested in the former threads about this topic, is now mentioned in this article as well. Airbus might u
: Now we know what JL was thinking in Paris when he said "for now" regarding the biggest aircraft deal of all times...
: depends on how you look at it. everything that's going to happen has pretty much been discussed here since this news first came about.
: Except that nothing is certain until any official press release. Anything can happen until that point. So of course it's an exiting day!
: Yup, but still it can be the day that the largest order for one aircraft family being announced less then a month after Airbus announced the biggest